Matthew R. Schultz, Ricp®, Aif®

Matthew R. Schultz, Ricp®, Aif® Email and Phone Number

Senior Wealth Manager - Partner @ PlanGroup Financial, Inc.
Matthew R. Schultz, Ricp®, Aif®'s Location
Edmond, Oklahoma, United States, United States
Matthew R. Schultz, Ricp®, Aif®'s Contact Details

Matthew R. Schultz, Ricp®, Aif® work email

Matthew R. Schultz, Ricp®, Aif® personal email

About Matthew R. Schultz, Ricp®, Aif®

You’re used to being prepared, and you know that planning and organization are the keys to success. You owe it to yourself and your family, then, to make sure all aspects of your financial life are in order. That’s where I come in. I can help you customize solutions to meet your goals, regardless of their size, scope, and no matter how close you are. Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Business Planning, Customer Service, and Financial Planning.Plan Group Financial, Independent Financial AdvisorInvestment Advisory Services offered through Plan Group Financial, LLCSecurities offered through Saxony Securities, Inc., Member FINRA/SIPC

Matthew R. Schultz, Ricp®, Aif®'s Current Company Details
PlanGroup Financial, Inc.

Plangroup Financial, Inc.

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Senior Wealth Manager - Partner
Matthew R. Schultz, Ricp®, Aif® Work Experience Details
  • Plangroup Financial, Inc.
    Senior Wealth Manager - Partner
    Plangroup Financial, Inc. Oct 2020 - Present
    Oklahoma City, Oklahoma, Us
  • Principal Financial Group
    Senior Financial Representative/Principal Securities Registered Representative/Financial Advisor
    Principal Financial Group May 2014 - Oct 2020
    Des Moines, Iowa, Us
  • Grand Island Chamber Of Commerce
    Young Professionals Chair
    Grand Island Chamber Of Commerce Jan 2013 - Dec 2013
  • Bosselman Companies
    Director Of Training And Development
    Bosselman Companies Apr 2012 - Nov 2013
    Grand Island, Nebraska, Us
    Collaborate with key division heads to support the operations of the over 100 locations, across 23 states, with 1300 employees. Key player in building buy in promoting the embracing of company direction. Decrease company turnover by clearly laying out expectations to our teammates. Increase levels of fun and comradely that improves company culture. Increase use and functionality of LMS. Build company intranet to improve communication and efficiency. Build comprehensive, multifaceted learning plans that use videos, text, and testing. Implemented manager training plans and continue to assess and reassess to grow the programs. Successfully launched new product line (Cinnabon). Organize, and facilitate 2 day annual leadership conference of corporate and all location managers. Other duties as assigned.
  • Self-Employed
    Petroleum Landman
    Self-Employed May 2011 - Apr 2013
    Basic title searches, location of heirs, oil & gas leasing, document preparation, title review and abstract, title curative, imaging, and negotiations with attorney(s) and corporation(s). Majority of experience is in lease acquisition.
  • Lambda Chi Alpha
    Senior Educational Leadership Consultant
    Lambda Chi Alpha May 2009 - Jun 2011
    Carmel, Indiana, Us
    Selected as 1 of 10 consultants from nearly 200 universities, and nearly 11,000 members to represent the International organization professionally. Traveled more than 65,000 miles to more than 30 states, meeting with university administrators, organization's representatives, and undergraduate members, overseeing the operations of more than 65 college/universities; resulting in more than 25 award winning chapters.Conducted more than 1500 personal interviews and worked with University Presidents, Chancellors, and Deans to develop proactive ways to improve operations of the undergraduate organizations.Facilitated more than 150 recruitment, programming, & leadership development seminars and discussions to more than 3,500 undergraduates on topics including leadership, scholarship, philanthropy and recruitment to groups up to 185.Launched expansion projects at 3 major universities, recruited and selected new members, developed and instituted the organization foundation for operations, worked with dozens of University Officials and prominent alumni.Planned, implemented, facilitated, and executed 5 regional conferences with nearly 145/per and 2 international conferences with more than 800/per attendees. Audited budgets of more than $750,000. Maintained databases of more than 280,000 records. Offered and declined a promotion to Associate Director of Chapter Services and Associate Director of Expansion.
  • Play It Again Sports And Fitness
    Manager, Sales, Technician
    Play It Again Sports And Fitness Jun 1995 - May 2008
    Managed a staff of 3-10 employees.Monitored inventories on a local and corporate level. Negotiated large-scale contracts with clientele.Managed a 5 State region
  • Comprehensive Design Solutions
    Shop Manager
    Comprehensive Design Solutions May 2006 - Aug 2007
    Managed a staff of 3-6 employees charged with optimizing the companies inventories.Negotiated with clientele, some as big as $40,000 projects, Troubleshoot and adapt to the planned and unplanned tasks at hand.

Matthew R. Schultz, Ricp®, Aif® Skills

Financial Planning Financial Services Long Term Care Insurance Variable Annuities Fixed Annuities Mutual Public Speaking Microsoft Office Leadership Strategic Planning Training Deferred Compensation Plans Mutual Funds Term Life Insurance Estate Planning Strategies Informal Business Valuation Pension Plans Individual Pension Plans Disability Insurance Disability Income Insurance 401k Rollovers 401 Retirement Savings Plans Buy Sell Review Charitable Giving Financial Needs Analysis Key Person Insurance Salary Continuation Supplemental Retirement Income Tax Deferred Savings Asset Allocation Analysis Simple Ira Iras Traditional Ira Roth Ira Buy Sell Agreements Executive Benefits Strategies Income Protection Split Dollar Plans Survivor Income Universal Life Insurance Whole Life Insurance 403 Retirement Plans Sep Ira College Funding Strategies Business Continuation Strategies Succession Planning Defined Benefit Wealth Accumulation

Matthew R. Schultz, Ricp®, Aif® Education Details

  • Oklahoma City University
    Oklahoma City University
    Ba
  • Grand Island Northwest High School
    Grand Island Northwest High School
    High School Diploma

Frequently Asked Questions about Matthew R. Schultz, Ricp®, Aif®

What company does Matthew R. Schultz, Ricp®, Aif® work for?

Matthew R. Schultz, Ricp®, Aif® works for Plangroup Financial, Inc.

What is Matthew R. Schultz, Ricp®, Aif®'s role at the current company?

Matthew R. Schultz, Ricp®, Aif®'s current role is Senior Wealth Manager - Partner.

What is Matthew R. Schultz, Ricp®, Aif®'s email address?

Matthew R. Schultz, Ricp®, Aif®'s email address is ma****@****ail.com

What schools did Matthew R. Schultz, Ricp®, Aif® attend?

Matthew R. Schultz, Ricp®, Aif® attended Oklahoma City University, Grand Island Northwest High School.

What are some of Matthew R. Schultz, Ricp®, Aif®'s interests?

Matthew R. Schultz, Ricp®, Aif® has interest in Volleyball, Social Services, Children, Economic Empowerment, Politics, Water Skiing, Environment, Snow Skiing, Mentoring, Fishing.

What skills is Matthew R. Schultz, Ricp®, Aif® known for?

Matthew R. Schultz, Ricp®, Aif® has skills like Financial Planning, Financial Services, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Mutual, Public Speaking, Microsoft Office, Leadership, Strategic Planning, Training, Deferred Compensation Plans.

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